1. Log in to your account
   1. If you do not have one, Create a New Account

2. Click on the Register icon at the top your account or click the Register from the navigation bar 
3. Select a program of interest
4. Click Register Now or Register (selected member) next to the desired activity 

5. Check the register box next to the names of the members in the account that you are registering 
6. Select the add to cart button 
   1. If registering an individual member for an item with purchasing options, click on the option that best fits your desired registration 

7. Once added to the cart, you will get options to Return to the Program, Continue Shopping, (if you need to add other items to the cart) or Check Out if you are ready to process

8. Check the box to agree to the disclaimer
9. Click Check Out to review your shopping cart, then Continue to move forward with your order

10. Your department may have promotional items or forms for you to complete on the following screens
    1. Complete these steps to move to Check Out
11. Choose Check Out Online (when available) or Create a Pre-Registration Form (if available) and follow the steps for payment
    1. A Pre-Registration form does not register you or save you a seat until payment has been processed by the department
12. Click Return to Cart to make changes or additional purchases

In order for public reservations to occur

• Management side Reservation Settings that must be activated 
• The facility or facility area must be set to allow public reservation
  • This can be done in a new facility or existing facility 
  • The Facility's Rental Availability must be set as well as its Rental Fees
    • Set Blocks, which will be a set schedule with a fee by hour or by day or a fee matrix, which sets the hourly fees for each day of the week can be used for public reservations

Public Reservation Instructions

1. In your public site, log in with a household or organizational account
2. After logging in, go to Facilities navigation and select either the Reservation link 
   1. Then Start Online Reservation if your department also allows the choice of public reservation requests or the Facility List from which you can select Reserve button next to eligible facility
3. Next select the location for the reservation from the dropdown
   1. If started reservation from facility then location will be populated
   2. To see availability of the facility, you can click View Calendar or View Availability if necessary
      1. Any facilities that are available for public reservations will be listed in the dropdown
4. After selecting the location, you will schedule the dates
   1. The scheduling for the reservation is determined in settings for the facility
      • Enter the Start Date
        • If the reservation is for recurring dates, check Recurring and enter the end date and day/days of the week for the recurring reservation
        • Click Save Dates button
      • For block scheduling – If the facility is set for block scheduling, the blocks will appear after selecting your location
        • Check off the desired block(s)
        • The fee and days available will also appear
        • Click Save Dates button

Note: If there is a conflict with dates, you will get a warning message not all your dates are available. If this happens, you can click View Dates to see what days had the conflict. The dates with the conflict will be removed in the next screen.

5. Enter the purpose for the reservation, such as the name of the event
6. Enter the head count, if required
7. Click Continue
8. In the next screen, you can review the reservation, including the fees and schedule
   1. If necessary, you can add or edit dates to your reservation or add a different reservation.
9. When finished click Continue to Checkout
10. Next, the item will be in the shopping cart
    1. Read and agree to a disclaimer by checking the box to continue checking out
    2. Click Check Out when finished
11. On Checkout Method Page select Check Out Online
12. The next screen will have the amount owed and allow you to select Pay In Full or Pay Deposit, if deposits are allowed for the facility
    1. This will be the down payment for the reservation
       1. You can pay more than what the recommended deposit is
    2. Make your selection, and click continue
13. The invoice total will be listed, including any deposits or down payments
14. Click Continue to Credit Card Form (could also be online check if you have them as an option)
15. Fill out credit card information and click Submit
16. Once the payment is complete, you will receive a receipt
17. You can view the permit in the household’s Account Overview Reservations section

Selling a Product via Point of Sale

You can use the POS portal to sell a variety of products including shirts, concessions, gift certificates, and even passes to your facility.

Accessing the POS to Make a Sale

Selling a Product from the Management Screen

1. Search for the member purchasing the product by entering their name in the Member Search bar
2. Click Go
3. Select the correct member
4. Click Point of Sale from the Account menu on the leftside navigation bar
   1. You will see that the customer's name is featured in the purple bar at the top of the screen
   2. To change the member purchasing the product, click Change Member below the bar
5. To add the product to the customer's cart, browse the Default List or Category, if applicable, and click the product name
   1. Change the quantity if more than one is desired, then click the product name
6. Items will be displayed in the POS cart
   1. You can remove items from the cart or change quantities in the cart as well using the trashcan icon
7. The total will reflect the total purchase price of all items in the cart
8. Click Continue

 

 

Selling a Product from the POS Portal

1. Click the POS icon on the top of the management screen
2. Select the facility from the list or see default products
   1. This is required for EMV clients
3. This will be an accountless transaction 
   1. To make this purchase within a member account for reporting purposes, click Member Search on the top toolbar and find the member account

2. Enter the member name
3. Click Search
4. Select the correct member from the search results

5. Member info will be displayed in a box, and there will be a Point of Sale link to click under the Member Info box

• Note that the member name is now selected, indicating that the purchase will be made within the member's account

Adding Items to the Cart

1. To add the product to the customer's cart, browse the Default List or Category, if applicable, and change the quantity if more than one is desired
2. Click the product name to add to the cart
3. Items and their quantity will be displayed in the POS cart
   1. You can remove items from the cart or change quantities in the cart as well using the trashcan icon
4. The total will reflect the total purchase price of all items in the cart
5. Click Continue

EMV Clients

If you are using EMV, your products must be assigned to a specific location or locations in order to show up during the POS process. Return to the product setup screen to add locations for your products and update so you are able to see those in the POS portal for purchase.

 

 

 

 

Checking out in POS

1. Select the payment type
2. Add any applicable payment notes
3. Change the Amount Tendered if necessary
4. Click the green Submit Payment button

1. Confirm that your customer has seen and agreed to any applicable disclaimers
2. Click Continue
3. Review any additional questions, disclaimer, or other required documents with the customer 
4. Select Payment Type
5. Confirm Billing Contact and Billing Email is correct
6. Enter Payment Amount

Credit Card Payment

1. If this was a credit card payment, you will proceed to the credit card screen*
2. Confirm name and address match the name and address for the credit card
3. Choose Card Type
4. Enter Expiration Date
5. Enter Credit Card Number
6. Enter CVV code from back of card
7. Or if using a card reader, Click Swipe Card button at top of screen and run the card through the reader to populate into the form
8. Click Submit Secure Payment and wait for approval
   1. If declined, you'll return to the credit card screen
   2. If approved, you'll proceed to the confirmation screen
9. Once on the confirmation screen, you may view/print the receipt and/or disclaimer
10. Unless you unchecked Send Receipt or there is no email address entered, your customer will receive a copy of this transaction in their email in full, and you will proceed to the confirmation screen

*Payment page shown is for those with Authorize.net and Mx Merchant gateways